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SHIM

Stone House Investment Management Portfolio holdings

AUM $558M
1-Year Est. Return 14.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$644M
AUM Growth
+$50.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
950
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$25.8M
3
+$12.7M
4
FENI icon
Fidelity Enhanced International ETF
FENI
+$11.8M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.65M

Top Sells

1
+$59.5M
2
+$13.3M
3
+$5.83M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$4.53M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.54M

Sector Composition

1 Consumer Staples 5.03%
2 Technology 0.92%
3 Financials 0.64%
4 Consumer Discretionary 0.51%
5 Communication Services 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UGI icon
76
UGI
UGI
$7.54B
$208K 0.03%
5,558
+4,806
IBIT icon
77
iShares Bitcoin Trust
IBIT
$48.2B
$206K 0.03%
4,148
-972
HD icon
78
Home Depot
HD
$321B
$204K 0.03%
592
-89
BNDX icon
79
Vanguard Total International Bond ETF
BNDX
$81.6B
$197K 0.03%
4,077
+585
MIDU icon
80
Direxion Daily Mid Cap Bull 3X ETF
MIDU
$77.3M
$195K 0.03%
3,846
+350
FTEC icon
81
Fidelity MSCI Information Technology Index ETF
FTEC
$19.8B
$186K 0.03%
829
-1
COST icon
82
Costco
COST
$434B
$182K 0.03%
211
DGRO icon
83
iShares Core Dividend Growth ETF
DGRO
$40.6B
$178K 0.03%
2,566
+226
OKLO
84
Oklo
OKLO
$9.75B
$178K 0.03%
2,478
GDX icon
85
VanEck Gold Miners ETF
GDX
$22.8B
$170K 0.03%
1,986
-1,049
XLV icon
86
State Street Health Care Select Sector SPDR ETF
XLV
$39.4B
$170K 0.03%
1,096
+253
BND icon
87
Vanguard Total Bond Market
BND
$156B
$167K 0.03%
2,248
+159
SPTI icon
88
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$10.2B
$166K 0.03%
5,760
+413
GVAL icon
89
Cambria Global Value ETF
GVAL
$436M
$165K 0.03%
5,250
-3,586
MCD icon
90
McDonald's
MCD
$203B
$163K 0.03%
534
+1
CVX icon
91
Chevron
CVX
$381B
$162K 0.03%
1,065
+61
EXE
92
Expand Energy Corp
EXE
$21.5B
$159K 0.02%
1,440
+829
PLTR icon
93
Palantir
PLTR
$317B
$154K 0.02%
865
+27
VOO icon
94
Vanguard S&P 500 ETF
VOO
$964B
$154K 0.02%
245
IWV icon
95
iShares Russell 3000 ETF
IWV
$19B
$146K 0.02%
377
-15,180
JEPI icon
96
JPMorgan Equity Premium Income ETF
JEPI
$44.4B
$145K 0.02%
2,532
+321
VYMI icon
97
Vanguard International High Dividend Yield ETF
VYMI
$19.3B
$144K 0.02%
1,605
+2
PEP icon
98
PepsiCo
PEP
$199B
$141K 0.02%
985
+429
GD icon
99
General Dynamics
GD
$93B
$137K 0.02%
407
MA icon
100
Mastercard
MA
$433B
$135K 0.02%
237
2 3
4
5 6